Nathan is a Senior Adviser at Tribeca Financial, Director at Ethos Australia, and the Founder and Chair of the XY Adviser Ethics Committee. He returns to the XY Podcast to talk about team structuring, and the upcoming Ethical Advice Conference.
Nathan Fradley XY
Nathan Fradley LinkedIn
Ethical Advice Conference Website
Tribeca Financial Website
Ethos Australia Website
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You can get a transcript of this podcast here
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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#470 Paul Nevin
Paul is the Director and Financial Planner at The UK Pension Experts, and is best known as “The …
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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#468 Fran Hughes
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#467 Naz Pochynok and Julien Renard
In this episode, Clayton chats with Naz Pochynok and Julien Renard from ASO Wealth. They discuss their journey …
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#466 Karen Eley
Karen is the CEO and Founder of Women Talking Finance and a Certified Money Coach. She and James …
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#465 Shannon Freney
Shannon is a Financial Adviser at Fox & Hare Financial Advice. He and James discuss his recent move …
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The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #1
In this first episode, James is joined by Sam Ruiz, Portfolio Specialist at T. Rowe Price. They discuss …
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The Great Broadening: From AI and the Mag 7 to Emerging Markets and Beyond #2
In this episode, James talks with Iona Dent, Associate Portfolio Manager at T. Rowe Price. They discuss the …
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#464 Paul Brown
Paul is an Adviser and Practice Manager at Wealth 21. They discuss his 25-year journey in running his …
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AdviceTech Podcast #110 – Driving Tech Change: CRMs, Automation & AI
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#471 Matt Coman
Matt is a Principal and Director at Twomeys. They discuss his entry into the financial planning industry, including …
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Engine Room Podcast #56 – John Cachia
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AdviceTech Podcast #109 – Cyber Security Special
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#470 Paul Nevin
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Engine Room Podcast #55 – Charlie Viola
Charlie is the Executive Chair, Adviser, and Founding Partner at Viola Private Wealth. He and Rocksy discuss how …
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AdviceTech Podcast #108 – Qwilr
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#469 Adam Crabbe
Adam is a Risk Strategy Specialist at Zurich. He and James discuss the development and key features of …
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Engine Room Podcast #54 – Angus Stevenson
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Investment Podcast #19 – Market Outlook
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